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- Tasks: Join our team as a Portfolio Strategist, focusing on UK intermediary prospects and driving new business.
- Company: Insight Investment is a leading asset manager, delivering tailored investment solutions since 2002.
- Benefits: Enjoy a dynamic work environment with opportunities for travel and professional growth.
- Why this job: Be part of a collaborative culture that values innovation and client-centric solutions.
- Qualifications: 5-7 years in asset management, strong analytical skills, and excellent communication abilities required.
- Other info: We embrace diversity and encourage applications from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
Insight Investment are looking for a Portfolio Strategist within Business Development to join the Distribution team.
Role Responsibilities
- Focus on UK intermediary prospects introduced via BNY EMEA, with a special focus on advisors across the country.
- Effectively communicate Insight's history and value proposition as an asset management firm.
- Effectively communicate the firm's fixed income product offerings and investment philosophy, processes and resources to strategically position the firm against industry competitors to drive new business.
- Position strategies and represent the firm and its products with internal and external sales teams and end clients and prospects.
- Maintain highly consultative and solutions-based discussions with existing and prospective investors.
- Contribute to development of materials such as investment content in new business proposals, sales due diligence, presentation materials, etc.
- Public speaking at relevant conferences in the UK.
- Work closely with BNY EMEA sales on the creation of new business opportunities and building Insight's profile with IFA prospects.
- Respond to BNY client requests promptly and accurately and approach all challenges in a client-centric manner.
- Take the lead from an Insight perspective on the progression of those opportunities, pitch preparation, and execution.
- Record prospecting activity: opportunities created and pipeline progression.
- Assist BNY sales in responding to requests promptly and accurately and approach all challenges in a client-centric manner.
Experience Required
- Ideally 5-7 years' Asset Management experience in a client-facing role such as sales or product specialist.
- Excellent understanding of fixed income.
- Strong investment and analytical acumen, with candidates having attained CFA and/or advanced degree preferred.
- Willingness and ability to travel domestically 75% of the time, frequently visiting multiple cities on a weekly basis.
- Strong written and verbal communication skills, including the ability to succinctly and effectively explain complex ideas to prospects with varying degrees of investment knowledge.
- Ability to build and maintain positive relationships with colleagues including portfolio management and distribution professionals.
- Independent work style and a level of high self-motivation.
Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief, and sexual orientation.
Portfolio Strategist (London) employer: Insight Investment
Contact Detail:
Insight Investment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Strategist (London)
✨Tip Number 1
Familiarise yourself with Insight Investment's history and value proposition. Understanding their unique selling points will help you effectively communicate their offerings to potential clients, showcasing your knowledge during interviews.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who have experience with fixed income products. Attend relevant conferences or events where you can meet people from Insight Investment or BNY EMEA to build connections that could support your application.
✨Tip Number 3
Prepare for public speaking opportunities by practising your presentation skills. Since the role involves presenting at conferences, being able to articulate complex investment concepts clearly will set you apart from other candidates.
✨Tip Number 4
Demonstrate your client-centric approach by sharing examples of how you've successfully built relationships with clients in previous roles. Highlighting your consultative skills will resonate well with the expectations of this position.
We think you need these skills to ace Portfolio Strategist (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in asset management, particularly in client-facing roles. Emphasise your understanding of fixed income and any achievements that demonstrate your investment acumen.
Craft a Compelling Cover Letter: Write a cover letter that clearly articulates your passion for the role and the firm. Discuss how your background aligns with Insight Investment's values and how you can contribute to their business development efforts.
Showcase Communication Skills: Since strong written and verbal communication skills are crucial for this role, ensure your application reflects your ability to explain complex ideas succinctly. Use clear language and structure in your documents.
Highlight Relevant Experience: In your application, focus on your previous experiences that relate to the responsibilities outlined in the job description. Mention any public speaking engagements or presentations you've delivered, as these will be valuable for the role.
How to prepare for a job interview at Insight Investment
✨Know Your Fixed Income Products
Make sure you have a solid understanding of the firm's fixed income product offerings. Be prepared to discuss how these products align with the investment philosophy and how they can benefit potential clients.
✨Master Your Communication Skills
Since the role involves explaining complex ideas to clients with varying levels of investment knowledge, practice articulating your thoughts clearly and concisely. Use examples to illustrate your points and ensure you can adapt your communication style to different audiences.
✨Demonstrate Client-Centric Thinking
Showcase your ability to approach challenges with a client-centric mindset. Prepare examples from your past experience where you successfully addressed client needs or resolved issues, highlighting your consultative approach.
✨Prepare for Public Speaking
As public speaking is part of the role, practice delivering presentations on relevant topics. Familiarise yourself with common questions that may arise during conferences and be ready to engage with the audience effectively.
